Understanding lithium demand, page-257

@8horse, I brought your post to this thread - Post #: 38908243 - as it is very interesting too me in that it is providing data in the energy storage stationary market, not EV battery market, and data outside EV needs is difficult to come by. The post I am linking it to is in relation to GWh as it relates to EV market needs and as they translate to spodumene equivalent demand (and by equivalent I am referring to brine and hard rock).

In terms of your post for the energy storage market my aim is to convert this data to spod sales:
"Previously, BNEF had predicted that the global installed capacity of energy storage could reach 100GWh as early as 2025 and break through 300GWh by 2030. By 2040, the global energy storage market is expected to grow to 942 GWh, valued at approximately $620 billion."

a.) 100 GWh equates to 90,000 tonnes LCE which equates to 675,000 tonnes of 6% grade spodumene concentrate equivalent.

b.) 300 GWh equates to 270,000 tonnes LCE which equates to 2,025,00 tonnes of 6% grade spodumene equivalent.

c.) 942 GWh equates to 6.4 million tonnes of 6% grade spodumene equivalent.

Going back to the linked post, obviously the main demand is EVs where demand is said to be 1500 GWh, equating to some 10.2 million tonnes of 6% grade spodumene equivalent. So in effect in 2030, based on the stationary market forecast need to add 2 million tonnes of spodumene equivalent to that EV total. Again interesting in itself.

To get a complete picture of lithium needs, need to get data for the technical grade market - i.e. ceramics and glass for example - and other chemical grade applications such as batteries in appliances as well as other EV types like trucks and buses as the data for 1500 GWh IMO EV need is based on the passenger vehicle market only.

The only post I have seen with a complete picture is this one - Post #: 38046406 - which indicates by 2030 total lithium demand is some 2.2 million tonnes LCE equivalent, or roughly 16.5 million tonnes of 6% grade spodumene equivalent (i.e. brine plus hard rock is what I am referring to here, but more likely the greater makeup is hard rock IMO). And I suspect these forecasts are changing upwards on a daily basis IMO IMO

All IMO